Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Unger is a financial advisor registered with LPL Financial LLC. Amanda has been in the financial industry since 2001 and has experience in providing investment advice to individuals, corporations, and other businesses. Amanda holds the Series 6, Series 63, and Series 6TO licenses and is also licensed as an Investment Advisor Representative (IAR) for LPL Financial LLC. In addition to her extensive experience, Amanda is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals. Amanda has a strong track record of success and is dedicated to helping her clients succeed.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
10/09/2019 - Present
LPL Financial LLC (CARLISLE PA)
GA
06/11/2001 - 12/31/2002
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/10/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/17/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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